Foguth Wealth Management, LLC
Firm details
- Headquarters
- Brighton, Michigan
- CRD number
- 327434
- Registered since
- September 12, 2023
- Website
- foguthfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals55.56%
- HNWI44.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Foguth Wealth Management, LLC operates as an independent registered investment adviser and is structured as a limited liability company. The firm bills clients on a percentage-of-assets basis and reports a primary client focus on individuals and families. Its service mix extends beyond portfolio management for individuals and small businesses to include financial planning, pension consulting, selection of other advisers, and serving institutional or business accounts. The firm also performs insurance brokerage activities and identifies itself as a capital allocator that can place capital with outside managers. Foguth does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities9%
- Cash & Cash Equivalents6%
- Other6%
- Private Funds1%
Contacts
3 of 45
Sheila Maloney
Financial AdvisorCRD 7718121
Caleb Hug
Financial RepresentativeCRD 8050478
William Campbell
Financial AdvisorCRD 6589543
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 152Active vs passive
$1.1B in ETFs
68%
$723M
26%
$348M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN EQUITY PREMIUM INCOME ETF (JEPI) | JP Morgan | Active | Derivative Income | $56.3M | 998,741 | 5.26% |
Location
Brighton, MI
Livingston
Location
Brighton, MI
Headquartered in Brighton, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Livingston
- Address
- 325 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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